Was the reporting season for Q2 better than feared? Chris Willcocks provides a wrap up as we approach the end of second quarter earnings and highlights the key themes within the Industrials sector.
In the first of this 5 part video series with the Global portfolio mangers, Jeff Thomson shares the insights from his trip where he visited companies and analysts across the financial and consumer staples sectors in 5 countries over 5 days.
Within the tech sector, the delineation in terms of performance between the winners and the losers in the current environment is becoming clear. What are the key elements that depict the winners and losers?
Jonas Palmqvist shares his highlights from his recent trips to the US, the key trends and themes within the healthcare sector and the future trends to look out for.
Mary Manning shares the details from her trip where she visited a Sustainable Futures conference and big tech and consumer companies in New York, Seattle and Toronto.
Chris Willcocks details his time spent overseas visiting companies, seeing their assets and operations and meeting management teams across Stockholm, Zurich and the UK.
Andrew Martin discusses the outlook for Australian banks – what are the impacts of interest rates on Australian banks and how will this effect the rest of the economy?
Trent Masters reflects on the last month in markets and looks ahead to what’s set to be the most difficult reporting season in recent times.